Retirement planning. It's about time.

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No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Steven Waggoner

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CO
    • FL
    • GA
    • IL
    • IN
    • MI
    • NY
    • OH
    • WA
    • WI

          200 East Main Street
          Suite 900
          Ft. Wayne, IN 46802
          steven.waggoner@ubs.com
          Steven Waggoner
          200 East Main Street,Ft. Wayne,IN,46802
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        Turn possibilities into a plan

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        A leading global wealth manager

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        Support and resources

        The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

        Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.9+ trn

        UBS Group invested assets
        As of 06/30/2024

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

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